Position in WTW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$478,782
+$205,387 QoQ
Shares Held
1,647
+98.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Gibbs Wealth Management holds $1,854,318 across 3 Insurance Brokers names. WTW ranks #2 (25.8% of the industry book) .
All Filings in WTW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,782 | 1,647 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $273,395 | 832 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $341,995 | 990 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $649,473 | 2,119 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $586,681 | 1,736 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $319,818 | 1,021 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||